Program Redesigned to Help Members Elevate Their Client Service Delivery
Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that it has restructured its Elite Advisor program to offer strategic support that enables financial advisors to offer plan sponsor clients an even higher level of personalized service and to better grow their retirement practices.
The program was introduced nearly a decade ago, offering concierge-like services to financial advisors and third-party administrators (TPAs) with large numbers of mutual clients with Ascensus. Today’s Elite Advisor program has been remastered to offer members expanded service and client management resources. Its core goals are to enable Ascensus to develop deeper relationships with the firm’s most loyal advisors and their clients and to help these advisors scale their retirement plan business.
“Our relationships with leading advisors and TPAs have been built on trust, shared goals, and service excellence,” states Jason Crane, head of retirement sales at Ascensus. “The Elite Advisor program is designed to ensure we give these key partners the attention and dedication they deserve.”
Among other benefits, all Elite Advisors and their plan sponsor clients receive dedicated strategic account managers and personalized guidance from Ascensus’ team of ERISA attorneys. Ascensus’ strategic account managers each have several years of retirement industry experience in leadership or relationship management roles. They consult with the program’s members on a regular basis, discussing best practices or providing updates on new services and technology enhancements that can address client’s plan objectives. Strategic account managers also ensure that advisors are up-to-date on the health of their plans and that their clients are receiving the best possible support.
Advisors that achieve top-tier status also receive direct access to Ascensus’ executive team and an opportunity to participate in exclusive, invitation-only events, including the annual Elite Partner Experience.
“We’re committed to providing our Elite Advisor program members with the consultation, expertise, and service model that will best position them for success with their clients,” states Rick Irace, chief operating officer of retirement at Ascensus. “Our program rewards these top advisors not only for their loyalty to Ascensus, but also for their continued commitment to helping clients and their employees save for a more secure retirement.”
For more information on Ascensus’ Elite Advisor program, visit ascensus.com.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.